Maintaining and
improving the built
environment
Supporting teaching and
learning
Mark Brunet, Education Buildings Officer
October 5 2015
Agenda
•
•
•
•
•
•
•
•
Identifying need
Prioritising - strategically
Sources of funding
DFC (Devolved Formula Capital grant)
LCVAP
Other sources of funding
Considerations
Questions
Identifying need
• Sufficiency
– Net capacity; LA responsibility (?)
• Condition
– Site walks; Survey to confirm
• Suitability
– SLT; curriculum driven
Sufficiency
Sufficiency
• Net Capacity
• Building Bulletin 103 – June 2014
– Updated areas from BB 98 & BB 99
– Smaller spaces!
• Spreadsheet
• LA responsibility to report to DfE
• Basic Need – LA funded (local area, not
individual school)
Net capacity input
Condition
Condition Rating
A. Good. Performing as intended and operating
efficiently
B. Satisfactory. Performing as intended but exhibiting
minor deterioration
C. Poor. Exhibiting major defects and/or not operating
as intended.
D. Bad. Life expired and/or serious risk of imminent
failure.
Condition Priority
1. Urgent – will prevent immediate closure of premises and/or address an
immediate risk to the health and safety of occupants and/or remedy a
serious breach of legislation.
2. Essential work required within two years that will prevent serious
deterioration of the fabric or services and/or address a medium risk to the
health and safety of occupants and/or remedy a less serious breach of
the legislation.
3. Desirable work required within three to five years that will prevent
deterioration of the fabric or services and/or address a low risk to the
health and safety of occupants and/or remedy a less minor breach of the
legislation.
4. Long term work required outside the five year planning period.
Condition
• Rating + Priority
• e.g. D1 – serious, needs addressing now
• C2 – needs doing in a couple of years or
will become D1...
Top tip: Ask a surveyor to assess!
D1 ?
Ownership
• Governors are custodians of the school...
Suitability
Goose Green, Falkland Islands" by John5199 - Flickr: Goose Green, Falkland Islands. Licensed under CC BY 2.0 via Commons
In a pilot study by the
University of Salford
and architects,
Nightingale
Associates, it was
found that the
classroom
environment can
affect a child’s
academic progress
over a year by as
much as 25%.
P.S.Barrett, Y. Zhang, J. Moffat
and K.Kobbacy (2012). "An
holistic, multi-level analysis
identifying the impact of classroom
design on pupils' learning."
Building and Environment.
Suitability
A. Unable to teach the curriculum – most likely to be associated with
numbers & types of teaching spaces available. There should be
enough spaces to accommodate all pupils for the whole of the
curriculum.
B. Teaching methods inhibited – unsuitability of spaces may mean that
the schools’ preferred teaching methods are inhibited.
C. Management or organisation of school affected adversely –
unsuitability of spaces and/or the way they relate to each other may
affect the organisation or management of the school.
D. Pupil or staff morale or pupil behaviour affected adversely –
unsuitability of spaces may affect staff or pupil morale or pupil
behaviour.
Suitability
Prioritising
•
•
•
•
Cost
Benefit
Affordability
Sustainability (ongoing)
Top tip: Create a strategic buildings plan (and
review regularly)
Sources of funding
•
•
•
•
•
•
•
•
DFC
LCVAP
Other government grants
LA
Parents
Sponsorship
Partnership
Non-government grants
DFC
• Devolved Formula Capital Grant
• Formulaic; given directly to schools
• 10% of cost must come from other sources
(governors, revenue budget...)
• 3 year shelf-life
• £2,000 de minimis
• Must account for annually (failure to make a
return means it will be clawed back)
LCVAP
•
•
•
•
•
•
•
•
LA Co-ordinated VA Programme
Shared between dioceses
Co-ordinated by LA
Annual (LA amounts confirmed until 2017 – 2018; flat
cash)
Can mix with DFC (and other funding)
£2,000 de minimis
10% of LCVAP element funded by governors*.
Paid to school on application
* modernised schools & PFI schools – 50%
Using a consultant
• Pro’s
– Will prepare bid
– Will administer contract
– May have responsibility for things that go
wrong
• Con’s
– Cost
– Flexibility
Top tip: Review consultant from time to time!
LCVAP timetable
•
•
•
•
•
•
Autumn term – bids by December 11
Dec / Jan - provisional project list
Feb – allocations confirmed to LA’s
March 14 – Diocesan Finance Committee
March 15 – confirmation to schools
Feb 28 2017 – deadline for claims for
2016 / 2017
January
WK
53
1
2
3
4
Mo Tu We Th Fr
1
4 5 6 7 8
11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
16/17
allocations
March
February
Sa
2
9
16
23
30
Su
3
10
17
24
31
WK
5
6
7
8
9
Mo
1
8
15
22
29
Tu
2
9
16
23
We
3
10
17
24
Th
4
11
18
25
Half
Term
Fr
5
12
19
26
Sa
6
13
20
27
Su
7
14
21
28
WK
9
10
11
12
13
Mo Tu
1
7 8
14 15
21 22
28 29
We
2
9
16
23
30
Th
3
10
17
24
31
Fr
4
11
18
25
Sa
5
12
19
26
Su
6
13
20
27
Allocations
to EFA
May
April
WK
13
14
15
16
17
Mo Tu We Th Fr
1
4 5 6 7 8
11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
Easter
Sa
2
9
16
23
30
Su
3
10
17
24
WK
17
18
19
20
21
22
Mo Tu We Th Fr Sa Su
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
WK
26
27
28
29
Mo Tu We Th Fr
1
4 5 6 7 8
11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
Summer
30
August
Sa
2
9
16
23
30
Su
3
10
17
24
31
WK
31
32
33
34
35
Mo
1
8
15
22
29
Tu
2
9
16
23
30
We
3
10
17
24
31
Th
4
11
18
25
Fr
5
12
19
26
Summer
September
Sa
6
13
20
27
Su
7
14
21
28
WK
35
36
37
38
39
Mo Tu We Th
1
5 6 7 8
12 13 14 15
19 20 21 22
26 27 28 29
Fr
2
9
16
23
30
October
Sa
3
10
17
24
Su
4
11
18
25
WK
39
40
41
42
43
44
Mo Tu We Th Fr Sa
1
3 4 5 6 7 8
10 11 12 13 14 15
17 18 19 20 21 22
24 25 26 27 28 29
31
Half
Term
November
Su
2
9
16
23
30
WK
44
45
46
47
48
22
23
24
Half
Term
Easter
July
WK
Mo Tu
1
7 8
14 15
21 22
28 29
We
2
9
16
23
30
Th
3
10
17
24
Fr
4
11
18
25
Sa
5
12
19
26
Su
6
13
20
27
25
26
Data provided ‘as is’ without warranty
2016
48
49
50
51
52
52
1
2
3
4
5
Mo Tu We Th Fr Sa Su
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
Christmas
WK
5
6
7
8
9
July
WK
6
27
28
29
30
31
Mo Tu We Th Fr Sa
1
3 4 5 6 7 8
10 11 12 13 14 15
17 18 19 20 21 22
24 25 26 27 28 29
31
Mo Tu We
1
6 7 8
13 14 15
20 21 22
27 28
Th
2
9
16
23
Fr
3
10
17
24
Sa
4
11
18
25
Su
5
12
19
26
March
WK
9
10
11
12
13
August
Su
2
9
16
23
30
WK
31
32
33
34
35
Mo Tu
1
7 8
14 15
21 22
28 29
We
2
9
16
23
30
Th
3
10
17
24
31
Fr
4
11
18
25
Mo Tu We
1
6 7 8
13 14 15
20 21 22
27 28 29
Th
2
9
16
23
30
April
Fr
3
10
17
24
31
Sa
4
11
18
25
Su
5
12
19
26
WK
13
14
15
16
17
Mo Tu We Th Fr Sa
1
3 4 5 6 7 8
10 11 12 13 14 15
17 18 19 20 21 22
24 25 26 27 28 29
Su
6
13
20
27
WK
35
36
37
38
39
Mo Tu We Th Fr
1
4 5 6 7 8
11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
Sa
2
9
16
23
30
Su
3
10
17
24
WK
9
40
41
42
43
44
May
Su
2
9
16
23
30
WK
Mo Tu We Th Fr Sa Su
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
WK
September
Sa
5
12
19
26
18
Mo
1
8
15
22
29
Tu
2
9
16
23
30
We
3
10
17
24
31
Th
4
11
18
25
Su
5
12
19
26
Mo Tu We Th
1
5 6 7 8
12 13 14 15
19 20 21 22
26 27 28 29
Fr
2
9
16
23
30
Sa
3
10
17
24
31
Su
4
11
18
25
Christmas
Mo Tu We
1
6 7 8
13 14 15
20 21 22
27 28 29
Th
2
9
16
23
30
June
Fr
5
12
19
26
Aim to
claim all
including
October
retentionsNovember
January 1st: New Year's Day, January 2nd: Substitute day , April 14th: Good Friday, April 17th: Easter Monday, May 1st: Early May Bank Holiday,
May 29th: Spring Bank Holiday, August 28th: August Bank Holiday, December 25th: Christmas Day, December 26th: Boxing Day
Sa
4
11
18
25
www.calendarpedia.co.uk
19
20
21
22
44
45
46
47
48
Fr
3
10
17
24
Sa
6
13
20
27
Sa
4
11
18
25
Su
7
14
21
28
Su
5
12
19
26
WK
22
23
24
25
Data provided ‘as is’ without warranty
WK
Last cash
February
claims for
16/17
Fr
3
10
17
24
© Calendarpedia®
August 29th: August Bank Holiday, December 25th: Christmas Day, December 26th: Boxing Day, December 27th: Substitute day
January
Th
2
9
16
23
30
December
WK
January 1st: New Year's Day, March 25th: Good Friday, March 28th: Easter Monday, May 2nd: Early May Bank Holiday, May 30th: Spring Bank Holiday,
2017
June
Mo Tu We
1
6 7 8
13 14 15
20 21 22
27 28 29
26
Mo Tu We Th
1
5 6 7 8
12 13 14 15
19 20 21 22
26 27 28 29
Fr
2
9
16
23
30
Sa
3
10
17
24
Su
4
11
18
25
Sa
2
9
16
23
30
Su
3
10
17
24
31
December
WK
8
49
50
51
52
Mo Tu We Th Fr
1
4 5 6 7 8
11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
© Calendarpedia®
www.calendarpedia.co.uk
Prioritising LCVAP bids
1. Health and safety and basic DDA provision
2. Condition issues which would result in the closure of a
school (e.g. failed boilers, leaking roofs etc)
3. Other condition issues
4. Suitability improvements where existing buildings are a
barrier to delivery of the curriculum
5. Suitability improvements which would have a positive
impact on the running of the school
LCVAP process
• Prepare bid; cost as far as practicable
• Ensure governor contribution available
• Submit bid by deadline
Top tip: Match your project to the diocesan
priorities!
LCVAP application form
• www.abeducationservice.org.uk/ViewArticl
e/?section=Resources&id=356&subsect=
Head Teacher Resources
• Under Head Teacher resources and
Governor Resources
LCVAP Paperwork process – getting approval
Apply EFA for
approval to
proceed to tender /
get approval
< £500k
> £500k
Get tenders; if too
high, talk to
diocese
Get tenders
If needed, agree
additional costs
and submit EFA
application
Submit Tender
report Certificate
Can apply for fee
costs here
O
R
Apply for approval
to proceed to work
/ get approval
Top tip: Remember – “Under NO circumstances will a claim be accepted where
corrective fluid has been used” !
LCVAP Paperwork process – work stages
Place order(s); do
the work
Claim stage
payments
Any contingency should be
removed as early as sensible.
Please keep the diocese
informed!
Typically, there will only be one or
two of these.
Complete work;
claim 97.5%
Claims for the financial year to be
submitted by end March.
Release retention;
claim balance
Final costs claim – accompanied
by original, receipted invoices!
Top tip: Keep receipted invoices as you go along
Other sources of funding
•
•
•
•
•
•
Other government grants
LA
Parents
Sponsorship
Partnership
Non-government grants
Other considerations
Everyone talks in “100%
figures”...
This means...
Governors have to find 10% of that
Top tip: Remember – you only get
cash for 90% of the total!
A governor’s perspective
John Donohue
Chair of Governors
St Peter’s Catholic Primary School
East Grinstead
Other considerations
• CDM (Construction (Design and
Management) Regulations
• Project Management
• Cash Flow
• Negotiations
• Timing
• Due Diligence
Other considerations
•
•
•
•
•
VAT
Asbestos
Fees
Contingency
Retentions
Other considerations
• Playing fields – LA responsibility
– (But to what extent?)
• AWP / MUG’s
– Do NOT qualify for LCVAP
– But peripherals might! (fencing?)
Questions?
•
•
•
•
•
•
What if we become an academy?
What if we can’t find the 10%?
Can we phase projects?
Why only one project per school?
What if the tenders are too high?
... Your turn!
Thank you!
• MARK@DABCEC.ORG
• Monday to Wednesday!